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Annex Advisory Services’s Lockheed Martin LMT Stock Holding History

Annex Advisory Services’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-349
Closed -$211K – 381
2026
Q1 		$211K Buy
+349
New +$215K ﹤0.01% 356
2025
Q1 		– Sell
-483
Closed -$235K – 326
2024
Q4 		$235K Buy
483
+80
+20% +$43.6K 0.01% 274
2024
Q3 		$236K Buy
+403
New +$216K 0.01% 257
2024
Q2 		– Sell
-484
Closed -$220K – 299
2024
Q1 		$220K Buy
+484
New +$212K 0.01% 260
2023
Q2 		– Sell
-464
Closed -$219K – 260
2023
Q1 		$219K Hold
464
– – 0.01% 223
2022
Q4 		$226K Buy
+464
New +$216K 0.01% 225
2017
Q3 		– Sell
-3,113
Closed -$864K – 129
2017
Q2 		$864K Buy
3,113
+340
+12% +$93.4K 0.19% 53
2017
Q1 		$742K Buy
2,773
+180
+7% +$47.1K 0.18% 55
2016
Q4 		$648K Sell
2,593
-952
-27% -$238K 0.16% 58
2016
Q3 		$850K Sell
3,545
-177
-5% -$44.3K 0.22% 34
2016
Q2 		$924K Buy
3,722
+98
+3% +$23.1K 0.25% 31
2016
Q1 		$803K Buy
3,624
+298
+9% +$64.1K 0.23% 33
2015
Q4 		$722K Buy
3,326
+573
+21% +$124K 0.21% 38
2015
Q3 		$571K Buy
2,753
+751
+38% +$153K 0.19% 44
2015
Q2 		$372K Buy
2,002
+613
+44% +$118K 0.12% 79
2015
Q1 		$282K Buy
+1,389
New +$274K 0.09% 86

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Annex Advisory Services's LMT Position: Q2 2026 in Review

Annex Advisory Services sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 349 shares — an estimated $211K sold.

Annex Advisory Services first reported a position in LMT in Q1 2015 and held it in 16 quarters. The position peaked at $924K in Q2 2016. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Annex Advisory Services reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Annex Advisory Services sold 349 Lockheed Martin shares in Q2 2026, an estimated $211K.
  • Annex Advisory Services first reported a position in Lockheed Martin in Q1 2015 and held it in 16 quarters.
  • Annex Advisory Services's Lockheed Martin position peaked at $924K in Q2 2016.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.